Defined Benefit (Pension) · DOL Form 5500 · 2023

Royal Neighbors of America Pension Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
25
Participants Small participant base
89th
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
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Official DOL plan name: Royal Neighbors of America Merged Retirement Plan · Sponsored by Royal Neighbors of America · Illinois · Finance & Insurance

$72M in assets, 25 participants

Royal Neighbors of America's Royal Neighbors of America Merged Retirement Plan reported $72M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,343 in Finance & Insurance (8,869 peers)

Where Royal Neighbors of America Merged Retirement Plan sits by assets

Royal Neighbors of America Merged Retirement Plan sits in the top quartile of all filed plans by assets, $72M for 25 participants (~$2.9M/participant), up 6.8% in 2023.

#7,343
in Finance & Insurance (8,869 peers)
+6.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Royal Neighbors of America Merged Retirement Plan's outsized position by total assets

Royal Neighbors of America Merged Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$72,329,572 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Royal Neighbors of America Merged Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Royal Neighbors of America Merged Retirement Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Royal Neighbors of America Merged Retirement Plan reported net income rose from -$22M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Royal Neighbors of America Merged Retirement Plan end-of-year assets rose from $68M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 361711198 · Royal Neighbors of America PY 2023 · Defined Benefit (Pension)

Royal Neighbors of America Merged Retirement Plan · $72M · 25 · 89th

  • PART $72M
  • PART 25
  • PART 89th
  • PART Defined Benefit (Pension)
  • PART near Bradford White Corporation UAW Retirement Income Plan
  • PART ind #7343

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Illinois →

Royal Neighbors of America Merged Retirement Plan in the asset neighbourhood

The J. M. Smucker Company Represented Employees' Retirement PlanThe J. M. Smucker Company Re…$72MRoyal Neighbors of America Merged Retirement PlanRoyal Neighbors of America M…$72MBradford White Corporation UAW Retirement Income PlanBradford White Corporation U…$72MRetirement Plan B for Employees of American Crystal Sugar CompanyRetirement Plan B for Employ…$72MGoulston & Storrs Cash Balance Plan for DirectorsGoulston & Storrs Cash Balan…$72M
End-of-year total assets ($M) among Royal Neighbors of America Merged Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$72M
Net Income$5M
Employer EIN361711198
Plan Effective Date1949-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Neighbors of America)

Sponsor-wide plan assets over time

All Royal Neighbors of America plans reported in each filing year

Latest sponsor-wide plan assets
$108M 16.438606047579178% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $92.4M $108M ▲ +16.4%
Year Plans Participants Total Assets
2022 2 166 $92M
2023 2 168 $102M
2024 2 171 $108M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Royal Neighbors of America Merged Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Royal Neighbors of America Merged Retirement Plan, Total assets ($B): 0.072329572 · Participants: 25Royal Neighbors of America Merged Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Royal Neighbors of America Merged Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Royal Neighbors of America Merged Retirement Plan side-by-side with 3 peers →

Royal Neighbors of America Merged Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Bradford White Corporation UAW Retirement Income Plan in PA ($72M); by covered participants it is Whittaker Corporation Employees' Pension Plan in CA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Royal Neighbors of America Merged Retirement Plan assets move in 2023? ▼
Royal Neighbors of America Merged Retirement Plan grew at a solid clip - up 6.8% during 2023, from $68M to $72M. Reported net income was $5M.
How have Royal Neighbors of America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal Neighbors of America's sponsor-wide assets grew 16.4%, from $92M to $108M.
Where does Royal Neighbors of America Merged Retirement Plan rank by assets among Form 5500 filers? ▼
Royal Neighbors of America Merged Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Royal Neighbors of America Merged Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bradford White Corporation UAW Retirement Income Plan in PA ($72M, 347 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Royal Neighbors of America Merged Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Whittaker Corporation Employees' Pension Plan in CA (25 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 361711198.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.